Dan Pickett, CFA
Managing Director/Chief Investment Officer
Mr. Pickett has been a portfolio manager for the firm since the end of 2002 and has been in the investment industry for 20 years. He holds a BBA (honors) and MS in Finance from the University of Wisconsin-Madison.
Mr. Pickett is responsible for management of the firm's investment portfolios and oversees the day to day operations of the firm. From 1997 to 2002, Mr. Pickett was Director of Research at Southridge Capital Management, a Connecticut-based hedge fund specializing in private placements. While at Southridge, Mr. Pickett managed a long/short equity fund with Mark Fedenia. From 1988 to 1997, Mr. Pickett was a portfolio manager and Director of Research at Columbus Circle Investors, an institutional equity manager in Connecticut. Mr. Pickett began his career at American Family Insurance group in Madison, Wisconsin.
Mark Fedenia, Ph.D.
Managing Director
Mr. Fedenia has been a portfolio manager for the firm since the end of 2002 and has been in the investment industry for 30 years. He holds a BS, MS and Ph.D. in Finance from the University of Wisconsin-Madison. Mr. Fedenia served as the Director of the Applied Security Analysis Program at the University of Wisconsin-Madison from 1986 to 2007.
Mr. Fedenia is responsible for developing risk management tools at the firm and participates in the management of the firm's investment portfolios. From 2000 to 2002, Mr. Fedenia collaborated with Mr. Pickett in the management of a long/short equity fund. Previously, Mr. Fedenia designed portfolio management systems for Shaw Data Services in New York and co-founded Almark Enterprises, a financial consulting and software development firm.
Joel Kurth, CFA
Managing Director
Mr. Kurth is a portfolio manager who joined the firm in January 2008. He began his career in the investment industry in 1995. Mr. Kurth holds a BBA (with honors) and an MS in Finance from the University of Wisconsin-Madison, where he also participated in the University's Applied Security Analysis Program.
Mr. Kurth participates in the management of the firm's investment portfolios. From 1998 to 2007, he was a portfolio manager at Ark Asset Management, an institutional equity manager in New York City. From 1995 to 1998, Mr. Kurth was a Securities Analyst at Columbus Circle Investors, an institutional equity manager in Stamford, Connecticut.